See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $32,842 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,054 | $74,706-43.7% | $75,696-44.4% | $79,386-47.0% |
| Participation rate | 56.0% | 75.3%-19.4pp | 74.8%-18.9pp | 70.7%-14.7pp |
| Annual return | 14.37% | 18.52%-4.2pp | 104.53%-90.2pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,115 | $2,590-57.0% | $2,743-59.4% | $2,427-54.1% |
| Participant deferral / active EE | $1,577 | $3,533-55.4% | $3,821-58.7% | $4,046-61.0% |
| Admin fee / account holder | $192 | $374-48.7% | $3,619-94.7% | $626-69.3% |